Personal Lines Account Manager - Hybrid

The Jonus Group; New Berlin (WI); Híbrido; USD 75.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Dental insurance

Vision insurance

Descripción de la vacante

Jonus Group in Wisconsin is seeking a dedicated Personal Lines Account Manager to join a family-oriented, tech-focused team. The role blends in-office collaboration with remote flexibility after onboarding, supporting a book of business and working with clients and carriers to deliver exceptional service.

Compensation includes a base salary of $75,000 to $85,000 per year, with potential to exceed $100,000 through commissions.

Formación

• Active P&C license required.
• Proven personal lines account management experience.
• Sales and client relationship skills preferred.

Responsabilidades

• Serve as primary contact for clients, delivering service.
• Manage portfolio of personal lines accounts.
• Quote new and renewal business with carriers.
• Handle policy reviews, endorsements, renewals.
• Use Salesforce to manage client information and workflows.

Conocimientos

Account management

Customer service

Relationship building

Multitasking

Educación

Property & Casualty license

Herramientas

Salesforce

Descripción del empleo

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a dynamic and family-oriented team. This role is ideal for a professional who thrives in a non-corporate, tech-focused environment and values a collaborative culture. You will manage a book of business, working directly with clients and carriers to deliver exceptional service. This is a hybrid position, offering a mix of in-office and remote work flexibility after the initial onboarding period.

Compensation Package

• Base Salary: $75,000 to $85,000 annually, with the potential to exceed $100,000 in a few years through a commission-based structure.


• Benefits: Comprehensive benefits package, including health, dental, and vision insurance.


• Work Arrangement: Hybrid schedule (3 days in-office initially, transitioning to 2 days in-office and 3 days remote).

Responsibilities

• Serve as the primary point of contact for clients, providing exceptional customer service and support.


• Manage a portfolio of personal lines accounts, focusing on blue-collar households.


• Work directly with carriers to quote new and renewal business.


• Handle client‑facing account management tasks, including policy reviews, endorsements, and renewals.


• Utilize Salesforce (training provided if needed) to manage client information and workflows.


• Collaborate with team members to ensure seamless service delivery.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required.


• Experience:
  
  
  
  • Proven experience in personal lines account management.
  
  
  • Familiarity with working directly with carriers and managing client relationships.
  
  
  
  


• Technical Skills: While experience with Salesforce is a plus, we are happy to provide training.


• Work Ethic: Strong organizational skills, attention to detail, and the ability to multitask in a fast-paced environment.


• Team Player: A collaborative mindset and a commitment to contributing to a positive team culture.